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LONGBOARD ASSET MANAGEMENT

· CRD 155617 · IAPD ↗ · longboardfunds.com · 800-290-8319

$103.8MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — LONGBOARD ASSET MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
February 2026 — LONGBOARD ASSET MANAGEMENT reported RAUM down 27% ($141.7M -> $103.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2025 — LONGBOARD ASSET MANAGEMENT grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — LONGBOARD ASSET MANAGEMENT shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
February 2024 — LONGBOARD ASSET MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.